AmoCRM and Mandrill automations — Sales & Leads

Ready-made scenarios where AmoCRM and Mandrill work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

31 scenarios

Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
A follow-up email after a canceled meeting — automatically
Open-house visitors into your CRM and into an email, right after the visit
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Client renewal reminders — ahead of time
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
Cold outreach with personal emails and CRM logging
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
Automatic lead qualification in amoCrm
A brief on the person and their company before a call
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically